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Open the list you want to link from the left menu, then click "Integration" in the "Settings" drop-down menu.
In the integration settings, select WiredSign.com.
Set the "User ID" and the "Secret key", which you can find in the system of WiredSign.com. (Next point)
You can find this key pair on WiredSign.com under "Contract manager" - "Usage of XML agent" under "Custom PDF XML schema".
Key pair
The key pair can be read from the top part of the code.
After recording the key pair, go back to the "Edit list" menu item on the "Settings" tab for the list you want to link.
You have reached the current "Email list editor", where you need to create a File type data field. This will include the "raw", i.e., unsigned contract, which SalesAutopilot will transfer to the Contract system. This is below the fold, so please scroll to the bottom of the page.
Click the "New field" button to add a new field to the list. This field should be of the File type and should be given a descriptive name. When you're done, don't forget to save the list with the "Finalize above data" button.
Go to the "Letters" main menu and create a DM letter with the "New DM letter" button.
The contract will be prepared from this template. Just focus on its content, it is not necessary to enter the data of the contracting parties in the header, nor to leave room for signatures. Our system will generate this for the document.
When done, press the "Create New Timing" button.
Set the conditions and events for the automated sending of the contract, then click on the next button.
Select the output of the DM letter that you created in point 8.
After that, set the subject of the contract, the email address of the Receiving Party, which is usually the variable data called "[email]" in the SAPI system, and the field code of the other data of the contracting party. When finished, save the settings.
If you've set everything up correctly, you should see this screen. All you have to do is test the settings.
If you have encountered obstacles, you should check the fulfillment of the set condition and the XML event log in the system of this contract.
